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What is a Testamentary Trust

What is a Testamentary Trust

by Camden Professionals | Jan 24, 2024 | Family Trusts, Financial Planning, Succession Planning

A testamentary trust is a trust created by a Will.  It is generally a discretionary trust – one where the Trustee has full discretion about who benefits, and to what extent, under the trust. Why would I use a Testamentary Trust? Testamentary trusts can make sure the...
The Benefits of Estate Planning

The Benefits of Estate Planning

by Camden Professionals | Jan 24, 2024 | Family Trusts, Financial Planning, Succession Planning

Time is everything when it comes to estate planning. Regardless of whether procrastination is your default mode, it’s essential to set aside any delaying tendencies and attend to your affairs promptly. By establishing a robust estate plan, you can lead a...
Financial Goals you need to aim for in 2024

Financial Goals you need to aim for in 2024

by Camden Professionals | Jan 17, 2024 | Cashflow, Credit Scores, Finance, Financial Planning, How To, Superannuation

As we kick off 2024 and wade through the financial scene, it’s time to set goals for our money resolutions. Personally, I’m all about setting and hitting goals, but let’s be real – not everyone can pull it off without the right setup and support....
Use an Accountant to lodge your BAS and save time and money

Use an Accountant to lodge your BAS and save time and money

by Camden Professionals | Mar 30, 2022 | Business, GST, Small Business, Tax & Accounting

Accountants have been trained in BAS compliance. As a business owner the registered BAS agent knows how to capture all your expenses. They know what expenses include GST and, in many cases, capture much more GST than a business owner with little BAS experience. Many...
Changes to Superannuation in 2022

Changes to Superannuation in 2022

by Camden Professionals | Mar 3, 2022 | Retirement, Superannuation

There are a lot of changes proposed for Superannuation in 2022. Thanks to constant changes in super rules, it’s all too easy to miss out on an opportunity you didn’t know existed, or to be unaware of an upcoming change. Super provides the opportunity to grow your...
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